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Balance

Balance

Private
San Francisco, CaliforniaFinTechhttps://www.getbalance.com/

Last Round

Debt

Nov 22, 2022

Est. Valuation

$356M

Total Funding Raised

$436.65M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Balance is a fintech company that provides a B2B checkout platform for online payment processing, utilizing a machine learning engine for real-time authentication and financial risk assessment to provide businesses with flexible payment options.

Sector

FinTech

Verticals

Digital Payments, Lending & Credit, E-commerce, Compliance & Risk

Business Model

B2B

Customer Profile

Payment Processing Fee, Revenue Share, Subscription SaaS

AI Layer

Application

Keywords

B2B paymentsB2B BNPLtrade creditAR automationB2B checkoutaccounts receivable automationpayment gatewayembedded financenet termsB2B fintechorder-to-cashAI underwritingB2B payments infrastructureautomated collectionsDSO reduction

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Balance Comparables

Compare Balance with similar companies based on industry and business-model similarity.

Balance comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Resolve Corp
84%
Slope
84%
Mondu
83%

Balance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtNov 22, 2022
Series BJul 26, 2022
Series AAug 25, 2021
SeedFeb 3, 2021
AcceleratorJun 1, 2020

Key People

Founding team and executive leadership

Yoni Shuster

Co-Founder, CTO

Founding Team

Bar Geron

Co-Founder and CEO

Founding Team

Balance Investors

Notable investors and investment history

Balance investors
InvestorRounds
UpWestSeries B, Series A, Seed
SciFi VenturesSeries A, Seed
Forerunner VenturesSeries B
Lyra VenturesSeries B
Jibe VenturesSeries B
Salesforce VenturesSeries B
HVF LabsSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors increased 38% MoM to 60.8K.

  • Nov 24, 2025

    Added Shanahans Wines Pty as a customer.

Balance Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Balance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Balance's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range148
Year Founded2020
Last FundingNov 22, 2022

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